Endeavor and Business Endurance Tuesday January 13th 8:30-11AM Resources for Children with Special Needs116 East 16th Street, 5th FloorUnion Square, closest subway: N,Q,R,W,L,4,5,6, two blocks east of the 1,2,3, one block east of PATHPlease RSVP by Jan 12th to be... Lisa Glass Kornstein

A large number of members from the NY Nonprofit User Group attended Dreamforce and here was their feedbackMemorable Experiences and Take-aways: Networking, especially at the birds of a feather lunch. Hack-a-thon – Nonprofits formed a team, delegating. Built a “event”manager... Lisa Glass Kornstein

The Crunchies, a competition and award ceremony co-hosted by TechCrunch, GigaOm, VentureBeat, and Silicon Alley Insider, has Force.com as a finalist in the Best Enterprise category (together with Amazon, Google, Yammer and Zoho). It's fantastic to see the Force.com cloud computing platform recognized in the enterprise category - the speed with which everyone is moving applications to the cloud is phenomenal!

Please visit the Crunchies website to vote daily by January 5th!

And if you're a Salesforce admin interested in Force.com, don't forget to join the Admin to App Builder Challenge - you'll get free resources to build a Force.com app and then enter to win great prizes including a free trip to Dreamforce Europe 2009 in London!

Happy New Year!

Hi all,

This is a very basic question.  I am very new to Salesforce, and I need some advice.  My only job right now is reporting, and I came late  into the Nonprofit project.   Our data has already been loaded.  Although we have Contacts and Opportunities in Salesforce, we don't have any Contact Roles.  Just one Contact ID per Opportunity.  Contact ID is set up as a custom field for the Contact page.   I would like to connect Contacts with Opportunities directly for reporting purposes, since we don't have Contact Roles.  Is this possible?  I guess I am looking for something like the ability to designate Contact ID as a foreign key into Opportunity, just for reporting purposes, so I can do simple reporting such as contact names, addresses, phone nums, etc,  for each Opportunity.  I don't want to disrupt the rest of the functioning of our Salesforce instance by whatever I set up.

Can someone give me some ideas?

Thanks.

HiI'm currently doing some work for a non-profit org and have just got the new Non Profit Org of Salesforce. I noticed that when you create an account and then create a contact at that Account that the Account Name is not automatically pulled through to the Contact (and has to be manually selected / entered). Is this the way it works in the new version to support 'Person Account' / Individual functionality or can I change a setting in the Org so that it pulls through the Account Name by defaultThanksSarah 

I am looking at Salesforce.com for a small Washington, DC nonprofit that helps aging members of our community stay in their homes.   We currently manage our contacts and donors in Excel spreadsheets.  We want to move our "data bases" online making them accessible to staff and volunteers.  I assumed Salesforce.com would be overkill for our unsophisticated group but it appears that they offer a lot for the nonprofit community.  I would like to talk to someone in the DC area who has set up a Salesforce.com instance for a small organization to get a feel for the difficulty (and value) involved.

Don Heffernan

I'm setting up a new account for a foundation that gives grants.  They want to use SF to manage the donation cycle with donors as well as to manage all of their prospective grantees and contacts.  Each group would be managed separately though there would be some overlap.

The foundation has several branches, each of which focus on a region.  Some cover an entire state, others portions of a large city - Los Angeles for example.  Each branch is staffed by people that will want to focus on grantees and donors in their area.

We're using the new non-profit template.  What is the best way to set up the donors and their contacts as well as the grantees and their contacts so they can be managed by separate users/teams, have different reports available, etc?  We don't want any grantee mass mailings going to donors or vice-verse, for example.

Thanks in advance for any advice you can give...

Hello
I'm doing some work with a small non-profit that can't be registered as a charity (it does campaigning work and the charity laws in the UK say you can't be a charity if you campaign). I've emailed Sara Brophy about possible ways of getting them access to Salesforce and she suggested getting a registered charity to accept the donation on their behalf.

There is an organisation they work with that might be prepared to do this.....but they want to use salesforce too! In total, they wouldn't want more than 10 licenses though so is there a way of sharing Salesforce?

Perhaps by using roles and profiles to restrict access to the other organisation's records? Data protection is obviously the biggest issue (I think...).

Any thoughts would be welcome.

Thanks
Nicole

Has anyone tried the Create Connector button on Contacts lately?  The button is not working in two different instances - you just get a blank area where the data fields should be.

I presume it's because the S-Control is using an old version of the toolkit.

I tried modifying the code this way, but it still doesn't work:
Code:<script src="/soap/ajax/8.0/connection.js"></script> <script type="text/javascript" src="/js/functions.js"></script> <script language="JavaScript"> sforceClient.init("{!API.Session_ID}", "{!API.Partner_Server_URL_70}"); var bean = new Sforce.Dynabean("Contact_Connector__c"); var def = bean.getDefinition(); // alert(def.urlNew); function redirect() { parent.frames.location.replace(def.urlNew+"—retURL=%2F{!Contact.Id}&CF00N700000021uFh={!Contact.FirstName} {!Contact.LastName}") } redirect(); </script>
 

Hi All,       I am new to Force.com and i want to know whether is it possible to convert a managed package into an unmanaged package or can we create 2 managed packages under one developer login? Any help on this would be greatly appreciable. Thanks,Manivannan.

Hi can anyone recommend a straightforward way to install modules 3,4,5 from the non profit starter pack into our sandbox? I may be missing something here, but here's what I have done. I click on the install option and in starts to install into production with no option to choose sandbox. Alternatively, I've hit the install link and used my sanbdox login which it will not accept. Thanks in advance for any ideas.

        Best,Mark

I am Salesforce Administrator. Working on salesforce platform for 2 years, I can provide part-time help to non profit organizations and paid part-time help for Others. Thankx.A. KumarAksharswrupa Group

Hello,

We just received the donation of Salesforce for non-profits and looking for apps that would link with our Drupal website in development. We're new at this and a little overwhelmed by the different apps options!

Does anyone have recommendations of apps that would link up information entered through:
- Donations (Paypal or another system if comparable in price)
- Contact info entered on the website "contact us" page
- Links between Salesforce and Quickbooks for Mac

We're a Mac office and looking especially for apps that suited to and discounted for non-profits.

Thanks!
Marc Manashil
The Clarence Foundation

The next meeting is scheduled for Thursday August 7th 2008, starting at 4:30pmThe meeting at a glance: Agree format for the next few meetings Suggest guest speakers/vendors Consider a user survey for the user group members User Workshop - let... Peter Churchill

It's finally official... our next meeting is scheduled for Thursday October 25, 3:00pm-5:00pm. Peter Churchill at the Center for American Progress has been gracious enough to once again provide the facilities. The address is 1333 H Street NW, Washington, DC.... Chris Pokrana

First of all, I want to apologize for the amount of time that has past since our last User Group Meeting. In the last couple months, my organization has been undergoing a merger (kind of unique for a nonprofit) and... Chris Pokrana

Welcome fellow DC Area Nonprofit Salesforce.com Users! It is my honor to host one of the first "official" salesforce.com user groups that caters specifically to the needs of the nonprofit community. It is my goal to make this a valuable... Chris Pokrana

Welcome to the Nonprofits Washington, DC User Group! We are very excited to announce the creation of the Nonprofits Washington, DC User Group. Chris Pokrana from Points of Light has been the gracious one to step up and be the... Jeanine Thorpe

The New York Nonprofit Salesforce.com User Group has a Facebook Group: Membership in the Group is available exclusively to Nonprofit members who have attended a meeting as well as people who have spoken at a meeting. To join you must... Lisa Glass Kornstein

Many Thanks to Josh Broeren and Steve Wohleking from ACF Solutions for presenting the Winter Release at our last meeting. Download winter09_review_sig_v3.pdf Download ACF_Solutions_-_SFDC_DC_User_Group_101508.pdf Download ProcessAutomation.pdf Lisa Glass Kornstein